About Our Team



Our Approach

Our team believes financial planning and investing is a process, not an event. We focus on long-term strategies to help you reach your goals and objectives. We strive to be your trusted advisory team, providing you with personalized service, a strategy for helping to mitigate your investment risk, and a vision for the future. While we are prudent business people with an eye for detail, we also bring the human touch to our business. We realize solid relationships are built on trust, mutual respect, and open communication. We work every day to give you that!

Understand The Facts

Meet The Partners

Patrick L. McFawn CFP®, CPA
Patrick L. McFawn CFP®

President - Registered Representative
Pat McFawn is a Registered Representative and is the Founding Partner of McFawn Financial Services Group. He has been a securities representative since 1982, a Certified Financial Planner Professional since 1987, and has been licensed for insurance in the state of Michigan since 1982. Pat began his career as a Certified Public Accountant (CPA) before moving over to the financial services industry in 1981, where he has maintained his lifelong passion for helping people develop their wealth and retirement goals.

In addition to meeting with individuals and families to help meet their financial goals, Pat is a mentor and works closely with other members of the team on client’s overall financial and retirement planning and insurance needs. Pat and his wife Mary live in Rochester Hills and are actively involved in their community. Pat currently sits on the board of a non-profit organization called On My Own of Michigan, which provides support to individuals with developmental disabilities as they build and maintain their independence. Outside of these activities, Pat also enjoys golfing, traveling, reading, watching sports, and spending time with his grandchildren.

 SHOW LESS

Dale White CFP®
Dale White CFP®, CPA

Vice President - Registered Principal
Dale White is a Registered Principal and is the Branch Manager of the office. He has been a securities representative since 2002, a Certified Financial Planner Professional since 2005, and has been licensed for insurance in the state of Michigan since 2008. Dale is also a Certified Public Accountant (CPA) and has a Masters Degree in Taxation from Walsh College. He graduated from Michigan State University in 1996 and began his career as a tax accountant and CPA before moving over to the financial services industry in 2002.

Dale meets and consults with clients, meets with investment product vendors reviewing offerings, and works closely with other members of the group on client’s overall financial and retirement planning and insurance needs. He is also involved with much of the operations of the group including planning processes and implementation, investment and fund research, and compliance issues. He is a member of the Certified Financial Planner Board of Standard Inc. and the Financial and Estate Planning Council of Metro Detroit. Dale lives in Pleasant Ridge and has 3 siblings and 10 nieces and nephews in the Southeastern Michigan area. Away from work, Dale enjoys spending time with friends and family, watching and playing sports, golfing, snowboarding, reading, and traveling.

 SHOW LESS

Steven P. Mcfawn
Steven P. McFawn

Financial Advisor - Registered Representative
Steve McFawn is a Registered Representative and financial advisor with McFawn Financial Services Group. He has been a securities representative since 2016, an Accredited Asset Management Specialist since 2017, and has been licensed for insurance in the state of Michigan since 2018. He graduated from Western Michigan University in 2009 and began his career in the logistics industry before moving over to the financial services industry in 2016.

In addition to meeting with individuals and families to help meet their financial goals, Steve meets with investment product vendors, and works closely with other members of the team on client’s overall financial and retirement planning and insurance needs. He is a member of the Detroit ACG NextGen group. Steve currently lives in Clawson with his wife Jessica and dog Jameson. Outside of work, he enjoys golfing, skiing, hiking, watching sports, traveling, attending concerts, and spending time with family & friends.

 SHOW LESS

Brian Mcfawn
Brian McFawn

Financial Services Assistant
Brian McFawn joined McFawn Financial Services Group in 2024 as a Financial Services Assistant where he is using his business experience and skills to help the team with client service and ongoing operations, with the ultimate goal of becoming a registered representative and financial advisor. Prior to joining McFawn Financial Services Group, Brian graduated from Grand Valley State University in 2013 with a bachelor’s degree in marketing. Brian started his career using his education in marketing and has held roles in digital marketing and public/analyst relations, including stints in Southfield, MI and more recently Seattle, WA. Though he loved the Pacific Northwest and all the beauty that came with it, he had always held a curiosity for the world of finances and decided to make the ambitious move to return to Michigan and embark on a long-term career in the financial services industry.

Brian lives in downtown Detroit with his partner and enjoys going to concerts, spending time with family and friends, and doing his best not to come in last at pub trivia.

 SHOW LESS

Supporting Staff

Amy
Amy Hanna

Client Service Support Specialist
Amy Hanna joined McFawn Financial Services in 2021 as a Client Service Support Specialist. She graduated from Walsh College with a Bachelor of Business Administration with a major in Management. Prior to joining McFawn Financial she worked within the mortgage industry, specifically doing refinancing, and spent thirteen years working in the retail/food industry at a gourmet market where she did everything from purchasing to managing the store. Amy works closely with the other members of the McFawn team, while supporting the financial advisors and servicing the needs of clients.

She lives in St. Clair Shores with her fiancée, and outside of work she enjoys cooking, kayaking, spending time with family and friends, and traveling to Traverse City.

 SHOW LESS

Kirsten
Kristin LaPado

Client Service Support Specialist
Kristin LaPado joined McFawn Financial Services in 2022 as a Client Service Support Specialist. She graduated from Michigan State University with a Bachelor of Arts Degree in Journalism with a specialization in Public Relations. Prior to joining McFawn Financial, she spent many years working in financial client services directly assisting clients and as a representative for a mutual fund company in Arizona. Kristin works closely with the other members of the McFawn team, while supporting the financial advisors and servicing the needs of clients.

She lives in Troy with her husband and five children. Outside of work she enjoys spending time with family and friends, running, and camping.



 SHOW LESS

liz
Liz Arraiz

Client Service Support Specialist
Liz Arraiz joined McFawn Financial Services in 2022 as a Client Service Support Specialist. She is trilingual, speaking English, French and Spanish. Prior to joining McFawn Financial she worked as an executive assistant within the financial industry for 4 years and previously spent 12 years working in the photography industry traveling the world while photographing people. Liz works closely with the other members of the McFawn team, while supporting the financial advisors and servicing the needs of clients.

She lives in Sterling Heights, and outside of work she enjoys dancing, outdoor activities, attending live concerts, reading, spending time with family and friends, and traveling to faraway places.



 SHOW LESS

Understand The Facts